The Analysis of Tandem Investment Partners LLC's Holdings

Currently, Tandem Investment Partners LLC holds 70 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in COWG (+32.8K shares, valued at $1.2M), VCRB (+10.9K shares, valued at $852.9K), GILD (+2.1K shares, valued at $261.4K); decreased their positions in VIG (-6.2K shares, valued at $1.4M), VGT (-732 shares, valued at $551.8K), N/A (-1.4K shares, valued at $426.8K); initiated new positions in GILD (+2.1K shares, valued at $261.4K), SPDW (+5.2K shares, valued at $231.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR11.9K shares-1.93%2025-12-312026-01-21

VCRB VANGUARD MALVERN FDS94.8K shares13.05%2025-12-312026-01-21

SPYM SPDR SERIES TRUST85.9K shares-3.47%2025-12-312026-01-21

VXUS VANGUARD STAR FDS78.4K shares-1.66%2025-12-312026-01-21

COWZ PACER FDS TR97.4K shares-0.32%2025-12-312026-01-21

VGT VANGUARD WORLD FD6.8K shares-9.72%2025-12-312026-01-21

VTI VANGUARD INDEX FDS13.3K shares-8.30%2025-12-312026-01-21

MDY SPDR S&P MIDCAP 400 ETF TR6.2K shares-2.22%2025-12-312026-01-21

Sponsored

COWG PACER FDS TR98.0K shares50.34%2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR21.3K shares-2.27%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR5.3K shares-6.16%2025-12-312026-01-21

FLRN SPDR SERIES TRUST102.6K shares0.91%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS37.2K shares6.48%2025-12-312026-01-21

MSFT MICROSOFT CORP6.1K shares-9.12%2025-12-312026-01-21

VGIT VANGUARD SCOTTSDALE FDS49.4K shares8.97%2025-12-312026-01-21

SPMD SPDR SERIES TRUST49.1K shares-0.67%2025-12-312026-01-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.5K shares-4.30%2025-12-312026-01-21

AAPL APPLE INC10.0K shares-10.83%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS10.4K shares-37.24%2025-12-312026-01-21

DLS WISDOMTREE TR27.7K shares1.11%2025-12-312026-01-21

SPSM SPDR SERIES TRUST47.5K shares1.97%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.6.5K shares-15.07%2025-12-312026-01-21

QQQM INVESCO EXCH TRADED FD TR II7.6K shares-7.08%2025-12-312026-01-21

ALPHABET INC ALPHABET INC5.6K shares-19.57%2025-12-312026-01-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-14.71%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-3.75%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR45.5K shares14.89%2025-12-312026-01-21

ORCL ORACLE CORP5.7K shares-13.87%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON5.4K shares-13.44%2025-12-312026-01-21

NVDA NVIDIA CORPORATION5.8K shares-0.21%2025-12-312026-01-21

V VISA INC3.0K shares-12.52%2025-12-312026-01-21

IJR ISHARES TR8.6K shares-1.71%2025-12-312026-01-21

Sponsored

SPTS SPDR SERIES TRUST34.8K shares-13.81%2025-12-312026-01-21

WMT WALMART INC8.6K shares-21.54%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-14.38%2025-12-312026-01-21

TJX TJX COS INC NEW4.9K shares-15.86%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW851 shares-14.04%2025-12-312026-01-21

XOM EXXON MOBIL CORP6.0K shares-14.49%2025-12-312026-01-21

DHR DANAHER CORPORATION3.0K shares-11.88%2025-12-312026-01-21

HD HOME DEPOT INC2.0K shares-10.13%2025-12-312026-01-21

Sponsored

NEE NEXTERA ENERGY INC8.1K shares-11.51%2025-12-312026-01-21

SPAB SPDR SERIES TRUST24.9K shares16.94%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO4.4K shares-10.99%2025-12-312026-01-21

BLACKROCK INC BLACKROCK INC582 shares-18.83%2025-12-312026-01-21

LOW LOWES COS INC2.5K shares-13.94%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-15.67%2025-12-312026-01-21

AMGN AMGEN INC1.7K shares-17.34%2025-12-312026-01-21

HON HONEYWELL INTL INC2.7K shares-13.61%2025-12-312026-01-21

Sponsored

ITW ILLINOIS TOOL WKS INC2.0K shares-15.06%2025-12-312026-01-21

SNA SNAP ON INC1.3K shares-14.98%2025-12-312026-01-21

RTX RTX CORPORATION2.5K shares-14.42%2025-12-312026-01-21

XTRE BONDBLOXX ETF TRUST8.5K shares28.99%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC9.9K shares-11.12%2025-12-312026-01-21

PFXF VANECK ETF TRUST22.0K shares12.68%2025-12-312026-01-21

KO COCA COLA CO5.3K shares-14.55%2025-12-312026-01-21

HEFA ISHARES TR8.9K shares-9.18%2025-12-312026-01-21

Sponsored

D DOMINION ENERGY INC6.1K shares-16.58%2025-12-312026-01-21

IVOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR12.0K shares-18.40%2025-12-312026-01-21

XTWO BONDBLOXX ETF TRUST6.3K shares28.44%2025-12-312026-01-21

PTL NORTHERN LTS FD TR IV1.2K shares3.81%2025-12-312026-01-21

AXP AMERICAN EXPRESS CO820 shares0.00%2025-12-312026-01-21

ALPHABET INC ALPHABET INC950 shares-13.24%2025-12-312026-01-21

CB CHUBB LIMITED930 shares-16.22%2025-12-312026-01-21

Sponsored

IGSB ISHARES TR5.1K shares15.80%2025-12-312026-01-21

GILD GILEAD SCIENCES INC2.1K sharesnew addition2025-12-312026-01-21

CVX CHEVRON CORP NEW1.7K shares-14.58%2025-12-312026-01-21

BIBL NORTHERN LTS FD TR IV5.7K shares5.25%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR8.2K shares-32.35%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS5.2K sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available